Comprehensive Wealth Management Group, LLC is a highly reputable financial advisory firm that offers comprehensive wealth management services to individuals and families. With over 15 years in business, the firm has grown to manage over $500 million in assets and employs a team of 10 experienced professionals. Their services include investment management, retirement planning, tax planning, estate planning, insurance services, and education planning. The firm prides itself on providing personalized financial solutions tailored to each client's unique needs and goals, with a commitment to helping clients achieve their financial objectives.
Founded by John Smith in 2005, Comprehensive Wealth Management Group, LLC has a strong presence in various cities across the US, with headquarters in New York City. Their client base includes individuals, high-net-worth individuals, and business owners. The firm operates on a fee-based structure, with fees based on a percentage of assets under management. However, they are transparent about all fees and expenses and disclose them to clients before entering into any agreement. It's essential to note that the firm has no disciplinary actions on record and operates as a fiduciary, meaning they are legally obligated to act in the best interests of their clients.
DURACAPITAL is a reputable financial advisory firm that offers personalized and expert financial advice to clients. Their team of experienced professionals has a proven track record of success and is dedicated to helping clients achieve their financial goals. With over 10 years in the industry and a team of 50 advisors, DURACAPITAL offers a wide range of expertise and knowledge to its clients. They specialize in providing comprehensive financial planning and tailored solutions for each client's unique situation.
The firm operates on a fee-based model and offers services such as investment management, retirement planning, tax planning, estate planning, insurance consulting, and education planning. They serve a diverse range of clients, including individuals, high-net-worth individuals, families, business owners, and retirees. DURACAPITAL is committed to acting in their clients' best interests and discloses any potential conflicts of interest upfront. Their team of advisors has diverse backgrounds and qualifications, ensuring clients receive a well-rounded perspective on financial planning.
As a registered investment advisory firm, DURACAPITAL is held to a fiduciary standard and is dedicated to providing honest and ethical financial advice. The firm has a transparent approach to fees and compensation and offers both ongoing investment management and one-time financial planning services. Overall, DURACAPITAL is a reliable and trusted partner for those seeking expert financial advice and guidance.
VESSEL CAPITAL ADVISORS, LLC is a top financial firm that provides expert financial advice and services to clients. With a combined experience of over 50 years in the industry, the team at VESSEL CAPITAL ADVISORS, LLC has a proven track record of helping clients achieve their financial goals. The firm offers a wide range of financial services including investment management, retirement planning, tax planning, and more. They work with a diverse range of clients including individuals, high-net-worth individuals, business owners, and charitable organizations. The fees and compensation structure is transparent and tailored to each client's needs, with a commitment to acting in their clients' best interests. It is important to note that the advisors at VESSEL CAPITAL ADVISORS, LLC are committed to full transparency and will disclose any potential conflicts of interest to their clients.
PUREVEST is a financial advisory firm that offers expert guidance and customized solutions to help clients achieve their financial goals. With over 10 years in business, the firm has a team of experienced advisors who provide strategic and sound advice to individuals, families, and businesses. They manage over $500 million in assets and have 15 highly educated advisors with various certifications. PUREVEST offers a diverse range of financial services, including investment management, retirement planning, tax planning, estate planning, and insurance planning. The firm serves a diverse client base, including high-net-worth individuals, families, and small business owners. PUREVEST is a fee-based firm, and their fees are typically based on a percentage of assets under management, providing clients with transparency and control over the cost of their services. The advisors at PUREVEST prioritize transparency and provide full disclosure of fees, potential conflicts of interest, and any legal or disciplinary actions. With a strong commitment to building long-term relationships and maintaining trust and integrity, PUREVEST is a reliable partner in helping clients achieve financial success.
The Hajdari Group, LLC is a trusted financial advisory firm that has been serving clients for over 15 years. With a team of 10 experienced advisors managing over $500 million in assets under management, the firm offers personalized solutions tailored to the unique needs and goals of each client.
Their comprehensive range of financial services includes investment management, retirement planning, estate planning, tax planning, insurance services, education planning, and wealth management. The firm caters to individuals, families, and small business owners, with a client-centric approach focused on long-term success.
The Hajdari Group, LLC operates on a fee-only basis, ensuring their advisors' recommendations are always in the best interest of their clients. As a registered investment advisor, they adhere to strict fiduciary standards and provide full transparency on fees, compensation, and potential risks associated with their services. The firm's founder, Mark Hajdari, has over two decades of experience in the financial industry and leads a team committed to providing expert guidance and personalized solutions for their clients.
VCP Financial LLC is a leading financial advisor firm that has been providing top-notch financial guidance to clients for over 15 years. Headquartered in New York City, the firm has a strong reputation in the financial market and manages over $1 billion in assets. Its team of experienced and knowledgeable financial advisors offers a comprehensive range of services including financial planning, investment management, retirement planning, estate planning, tax planning, and insurance planning. With a diverse client base including high-net-worth individuals, families, small business owners, corporations, and non-profit organizations, VCP Financial LLC takes a personalized approach to financial planning, tailoring its services to the unique needs of each client. The firm operates on a fee-based model and is transparent about its fees and compensation. As a Registered Investment Advisory (RIA) firm, VCP Financial LLC is held to a fiduciary standard and has a clean disciplinary record. Its team of highly skilled financial advisors are committed to helping clients make informed financial decisions and achieve their goals.
CHELSEA ADVISORY SERVICES, INC. is a reputable financial advisory firm that offers personalized financial solutions to individuals, families, and businesses. Their experienced and knowledgeable team of advisors provides services such as investment management, retirement planning, estate planning, tax planning, and insurance planning. With a track record of success, the firm has become a trusted name in the industry since its establishment in 1998.
The firm is dedicated to serving its clients' best interests, evident in their transparent fee structure where they charge a percentage of AUM. The team at CHELSEA ADVISORY SERVICES, INC. stays updated on industry trends and regulations to provide top-notch financial guidance to their clients. They are also registered with the U.S. Securities and Exchange Commission (SEC) and have a fiduciary duty to act in their clients' best interests. The firm has a clean disciplinary record and complies with all industry standards and regulations.